Description: A good fundraising pyramid has a strong base of support from many individual donors who give smaller gifts. For many donors, this is their point of entry to your organization. Moving donors up the pyramid through their giving is imperative to building our organizations capacity to grow and serve our communities. Major gift donors are those we reach out to individually, one-on-one. How we do this effectively and based on donor needs.
This interactive session will answer your questions and present how to: Determine who are your potential major donors and how many you can handle effectively, Use electronic screening-if appropriate, Use tools effectively to engage donors from annual giving to major gift giving, Engage the Board in giving and getting, Determine case for support, and Create a cultivation and solicitation plan for each donor.
Lisa Hoffman, Nonprofit Consultant
Whether your organization is new to individual fundraising, or has an established program, you will learn tactics and techniques critical to success in this interactive workshop. Lisa will approach the topic from a continuum perspective, beginning with finding new donors, and concluding with exquisite stewardship once they have given."
The Artful Solicitor: Successful Major Gift Moves Management4Good.org
Major gifts fundraising is highly individualized. It focuses on the 10 percent who can give the 90 percent. Unlike direct response and special events, a major gift solicitation is most likely to succeed only when you physically and psychologically get in "front" of your prospects. Involvement is the key.
Moves Management, initially developed by G.T. "Buck" Smith and David Dunlop at Cornell University, is a disciplined process of relationship management that is the best way to assure the maximum return on investment. During the webinar, we will examine the process and explore the methods of moves management from prospect identification and research through involvement, solicitation and stewardship.
How to Overcome Your Board's Fear of Fundraising, Once and for All4Good.org
The purpose of this webinar is to think systematically through the process of getting your board involved with fundraising. We'll discuss how to help your board understand and overcome their fears; explore and act on their passions and become dedicated ambassadors, advocates and askers.
Description: A good fundraising pyramid has a strong base of support from many individual donors who give smaller gifts. For many donors, this is their point of entry to your organization. Moving donors up the pyramid through their giving is imperative to building our organizations capacity to grow and serve our communities. Major gift donors are those we reach out to individually, one-on-one. How we do this effectively and based on donor needs.
This interactive session will answer your questions and present how to: Determine who are your potential major donors and how many you can handle effectively, Use electronic screening-if appropriate, Use tools effectively to engage donors from annual giving to major gift giving, Engage the Board in giving and getting, Determine case for support, and Create a cultivation and solicitation plan for each donor.
Lisa Hoffman, Nonprofit Consultant
Whether your organization is new to individual fundraising, or has an established program, you will learn tactics and techniques critical to success in this interactive workshop. Lisa will approach the topic from a continuum perspective, beginning with finding new donors, and concluding with exquisite stewardship once they have given."
The Artful Solicitor: Successful Major Gift Moves Management4Good.org
Major gifts fundraising is highly individualized. It focuses on the 10 percent who can give the 90 percent. Unlike direct response and special events, a major gift solicitation is most likely to succeed only when you physically and psychologically get in "front" of your prospects. Involvement is the key.
Moves Management, initially developed by G.T. "Buck" Smith and David Dunlop at Cornell University, is a disciplined process of relationship management that is the best way to assure the maximum return on investment. During the webinar, we will examine the process and explore the methods of moves management from prospect identification and research through involvement, solicitation and stewardship.
How to Overcome Your Board's Fear of Fundraising, Once and for All4Good.org
The purpose of this webinar is to think systematically through the process of getting your board involved with fundraising. We'll discuss how to help your board understand and overcome their fears; explore and act on their passions and become dedicated ambassadors, advocates and askers.
Lori and Sean from The Connected Brand share their expertise on how strong brands are built, why this matters to charitable organizations of all sizes, and the common misconceptions about what brands are. They will also be sharing a donor journey tool that attendees can take away and put into action.
Moves management is based on the premise that
being able to effectively track and measure activity
from prospects to donors will yield results for your
organization for years to come.
- Finding opportunities for cultivation
- Forecasting gift income
- Becoming focused and goal oriented
- Developing a strategy for each donor opportunity
To grow philanthropy in the new economy, savvy nonprofit board members, executives and advancement leaders have increased efforts to solicit major gifts. Learn how to align a fundraising team to secure “stretch gifts.” Gain insights to help develop and execute strategies for your team to discover, qualify, engage and ask the right donor-investors. This webinar will offer ways to reach and find resonance with donor-investors and to sustain a compelling conversation for effective engagement and solicitation of major gifts. Hear how to execute a fundraising plan that brings real returns on investment.
LoriJacobwith ExpandYourReachEngageYourBoard Nonprofit Day Erie PA_oct2012Ignited Fundraising
Slides from October 10, 2012 Nonprofit Day 2012 hosted by Nonprofit Partnership in Erie, PA. Handouts reference in the session can be accessed via the Dropbox link posted in the slides.
How To Talk About Legacy Giving Without Seeming CreepyBloomerang
https://bloomerang.co/resources/webinars/
Claire Axelrad, J.D., CFRE will explain how fundraisers can persuade ‘powers that be’ that they should actively promote legacy giving, even (especially) now.
Turning Event Participants into Event FundraisersJono Smith
Are you struggling to turn your event participants into fundraisers? Slides from a webinar featuring Event 360’s Jeff Shuck and Blackbaud’s Amy Braiterman answering your questions about converting more of your event participants into fundraisers. Ever wonder which participants are more likely to fundraise than others, what strategies work for zero dollar participants vs. existing fundraisers or how you can best utilize incentives?
Donor Communications to See You Through Every CrisisBloomerang
https://bloomerang.co/resources/webinars/
Pamela Grow will provide attendees with an understanding of how a strong, multi-channel donor communications builds sustainability through any crisis.
https://bloomerang.co/resources/webinars/
Lindsay Simonds will address the fundamentals and trends to set the stage, and then dive into examples of how nonprofits are framing their thinking about sustaining long term donor partnerships.
Many entrepreneurs – social, triple bottom line or otherwise – do not avail themselves of all potential capital sources when seeking funding to grow or scale, limiting prospects to cash flow their initiatives. This seminar explores a range of options for funding: external in the marketplace, internal within an organization, new ideas and classics not to overlook.
The Chartered Advisor in Philanthropy (CAP) DesignationHenry Vail
For nearly two decades, Henry E. Vail II has led Sucre-Vail Wealth Advisors in Houston. Outside of his work with the independent financial services firm, Henry Vail II maintains memberships in several professional groups, including the Association of Advisors in Philanthropy (AiP).
Lori and Sean from The Connected Brand share their expertise on how strong brands are built, why this matters to charitable organizations of all sizes, and the common misconceptions about what brands are. They will also be sharing a donor journey tool that attendees can take away and put into action.
Moves management is based on the premise that
being able to effectively track and measure activity
from prospects to donors will yield results for your
organization for years to come.
- Finding opportunities for cultivation
- Forecasting gift income
- Becoming focused and goal oriented
- Developing a strategy for each donor opportunity
To grow philanthropy in the new economy, savvy nonprofit board members, executives and advancement leaders have increased efforts to solicit major gifts. Learn how to align a fundraising team to secure “stretch gifts.” Gain insights to help develop and execute strategies for your team to discover, qualify, engage and ask the right donor-investors. This webinar will offer ways to reach and find resonance with donor-investors and to sustain a compelling conversation for effective engagement and solicitation of major gifts. Hear how to execute a fundraising plan that brings real returns on investment.
LoriJacobwith ExpandYourReachEngageYourBoard Nonprofit Day Erie PA_oct2012Ignited Fundraising
Slides from October 10, 2012 Nonprofit Day 2012 hosted by Nonprofit Partnership in Erie, PA. Handouts reference in the session can be accessed via the Dropbox link posted in the slides.
How To Talk About Legacy Giving Without Seeming CreepyBloomerang
https://bloomerang.co/resources/webinars/
Claire Axelrad, J.D., CFRE will explain how fundraisers can persuade ‘powers that be’ that they should actively promote legacy giving, even (especially) now.
Turning Event Participants into Event FundraisersJono Smith
Are you struggling to turn your event participants into fundraisers? Slides from a webinar featuring Event 360’s Jeff Shuck and Blackbaud’s Amy Braiterman answering your questions about converting more of your event participants into fundraisers. Ever wonder which participants are more likely to fundraise than others, what strategies work for zero dollar participants vs. existing fundraisers or how you can best utilize incentives?
Donor Communications to See You Through Every CrisisBloomerang
https://bloomerang.co/resources/webinars/
Pamela Grow will provide attendees with an understanding of how a strong, multi-channel donor communications builds sustainability through any crisis.
https://bloomerang.co/resources/webinars/
Lindsay Simonds will address the fundamentals and trends to set the stage, and then dive into examples of how nonprofits are framing their thinking about sustaining long term donor partnerships.
Many entrepreneurs – social, triple bottom line or otherwise – do not avail themselves of all potential capital sources when seeking funding to grow or scale, limiting prospects to cash flow their initiatives. This seminar explores a range of options for funding: external in the marketplace, internal within an organization, new ideas and classics not to overlook.
The Chartered Advisor in Philanthropy (CAP) DesignationHenry Vail
For nearly two decades, Henry E. Vail II has led Sucre-Vail Wealth Advisors in Houston. Outside of his work with the independent financial services firm, Henry Vail II maintains memberships in several professional groups, including the Association of Advisors in Philanthropy (AiP).
Youth Philanthropy: Empowering Youth to Become Contributing Members of SocietyJason Brewer
Philanthropy has become a secondary focus in today's "me driven" society. The presentation explores the importance of creating a culture of philanthropy for today's younger generation.
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...lpomara
January 22, 2014 AdNet Webinar: What tools, reports and summary frameworks are you using to report back to your donors? ur works consists of strategic planning sessions, family philanthropy retreats, end-of-year snapshots and nonprofit briefs … how do we most effectively report back to donors so that they fully experience the added value of our community knowledge and philanthropic expertise? Reports and strategy session summaries can take a lot of time and they can waver between the objective and the subjective. Some donors like it brief, like to dig into data, and clearly see a roadmap for progress. Other donors like to understand their values and motivations, understand their relationship to giving, see dynamic visuals, and involve family. If you are interested in learning how some other community foundations are structuring reports and creating consulting summaries, this is a webinar for you. [This webinar is an encore presentation from the 2013 AdNet Conference.] Adnet is the (www.adnetcf.org) premier professional organization for advancement professionals in the community foundation world.
Finding your passion for service is an integral part in creating a fulfilling personal and professional life. “Service for the Soul” is an initiative started by Kimberly Sawyer, former Miss Wisconsin 2010, and current Manager of Analytical Services at Breakthrough®Fuel in Green Bay, WI. Along with serving as an advocate and spokesperson for multiple non-profit organizations, she dedicated her year of service as Miss Wisconsin to help others become life-long volunteers.
This presentation will inspire you to serve, to bring others along for the ride, and to incorporate it into your work environment as well. Volunteering not only benefits those you serve but it greatly benefits your personal health and overall well-being, your professional networking capabilities, and allows you to create a positive impact within your community. The key is to find a type of service that fits your schedule, matches your passions and goals as a volunteer, and makes you excited about giving back.
Create and Run Your First Really Big Fundraising CampaignBloomerang
Sandy Rees, CFRE will show you exactly what to do to create and run your first really big fundraising campaign. You’ll learn how to plan the campaign, the tools and materials you’ll need, and how to find the best people to ask for a gift. You’ll leave feeling hopeful and more confident about raising big money.
PUT THE POWER IN HER HANDS: A Toolkit for Communication on Reproductive Healt...Women's Funding Network
Women’s funds and nonprofit organizations are doing important work in reproductive health, rights and justice (RH/RR/RJ). To fulfill their missions, they need to make an effective case to funders and donors. With so many issues competing for every dollar your message matters. With that in mind, we have created this toolkit designed to help your organization determine your key messages and craft your narrative. In 2010, the Women’s Funding Network (WFN) with support from Campbell & Company and consultants in Europe and Africa sought to determine what would persuade more major donors to give to organizations working on RH/RR/RJ. This toolkit is grounded in research from the target audience of 90 current and potential donors in the U.S., Africa and Europe.
Learn what online fundraising is and how can it help your nonprofit raise more money, how to build an online fundraising strategy that is SMART and how to best use important tools in your fundraising efforts.
This presentation provides tips and tools to help nonprofit organizations develop relationships with funders. It focuses on building relationships with corporate funders, strategically communicating to capture a funder's attention, and how to solidify relationships by providing added value.
This course is designed to help nonprofit organizations learn to how to create and direct their planned giving efforts, beginning with a general overview of what is viewed by many nonprofits as a very complex subject.
Igniting Advisor and Community Foundation Collaborationslpomara
In every community, there are a very small handful of professional advisors who “get” philanthropy. They are the
raving fans who advise the largest majority of charitable gifts while moving beyond just tools and techniques to the
deeper meaning of impact and systemic change. What if your community foundation could replicate just one of
those advisors... or 10 or 100?
This webinar will discuss how each community can customize a path to deeper and broader advisor collaboration.
Participants will learn:
• Trends of Professional Advisors and Philanthropy
• Current Charitable Advisor Roles
• Community Foundation and Advisor Best Practices
• Landscape of Charitable Advisor Groups
• Extending the Advisor and Community Foundation Conversation
Artificial intelligence (AI) offers new opportunities to radically reinvent the way we do business. This study explores how CEOs and top decision makers around the world are responding to the transformative potential of AI.
The case study discusses the potential of drone delivery and the challenges that need to be addressed before it becomes widespread.
Key takeaways:
Drone delivery is in its early stages: Amazon's trial in the UK demonstrates the potential for faster deliveries, but it's still limited by regulations and technology.
Regulations are a major hurdle: Safety concerns around drone collisions with airplanes and people have led to restrictions on flight height and location.
Other challenges exist: Who will use drone delivery the most? Is it cost-effective compared to traditional delivery trucks?
Discussion questions:
Managerial challenges: Integrating drones requires planning for new infrastructure, training staff, and navigating regulations. There are also marketing and recruitment considerations specific to this technology.
External forces vary by country: Regulations, consumer acceptance, and infrastructure all differ between countries.
Demographics matter: Younger generations might be more receptive to drone delivery, while older populations might have concerns.
Stakeholders for Amazon: Customers, regulators, aviation authorities, and competitors are all stakeholders. Regulators likely hold the greatest influence as they determine the feasibility of drone delivery.
Oprah Winfrey: A Leader in Media, Philanthropy, and Empowerment | CIO Women M...CIOWomenMagazine
This person is none other than Oprah Winfrey, a highly influential figure whose impact extends beyond television. This article will delve into the remarkable life and lasting legacy of Oprah. Her story serves as a reminder of the importance of perseverance, compassion, and firm determination.
Senior Project and Engineering Leader Jim Smith.pdfJim Smith
I am a Project and Engineering Leader with extensive experience as a Business Operations Leader, Technical Project Manager, Engineering Manager and Operations Experience for Domestic and International companies such as Electrolux, Carrier, and Deutz. I have developed new products using Stage Gate development/MS Project/JIRA, for the pro-duction of Medical Equipment, Large Commercial Refrigeration Systems, Appliances, HVAC, and Diesel engines.
My experience includes:
Managed customized engineered refrigeration system projects with high voltage power panels from quote to ship, coordinating actions between electrical engineering, mechanical design and application engineering, purchasing, production, test, quality assurance and field installation. Managed projects $25k to $1M per project; 4-8 per month. (Hussmann refrigeration)
Successfully developed the $15-20M yearly corporate capital strategy for manufacturing, with the Executive Team and key stakeholders. Created project scope and specifications, business case, ROI, managed project plans with key personnel for nine consumer product manufacturing and distribution sites; to support the company’s strategic sales plan.
Over 15 years of experience managing and developing cost improvement projects with key Stakeholders, site Manufacturing Engineers, Mechanical Engineers, Maintenance, and facility support personnel to optimize pro-duction operations, safety, EHS, and new product development. (BioLab, Deutz, Caire)
Experience working as a Technical Manager developing new products with chemical engineers and packaging engineers to enhance and reduce the cost of retail products. I have led the activities of multiple engineering groups with diverse backgrounds.
Great experience managing the product development of products which utilize complex electrical controls, high voltage power panels, product testing, and commissioning.
Created project scope, business case, ROI for multiple capital projects to support electrotechnical assembly and CPG goods. Identified project cost, risk, success criteria, and performed equipment qualifications. (Carrier, Electrolux, Biolab, Price, Hussmann)
Created detailed projects plans using MS Project, Gant charts in excel, and updated new product development in Jira for stakeholders and project team members including critical path.
Great knowledge of ISO9001, NFPA, OSHA regulations.
User level knowledge of MRP/SAP, MS Project, Powerpoint, Visio, Mastercontrol, JIRA, Power BI and Tableau.
I appreciate your consideration, and look forward to discussing this role with you, and how I can lead your company’s growth and profitability. I can be contacted via LinkedIn via phone or E Mail.
Jim Smith
678-993-7195
jimsmith30024@gmail.com
The Team Member and Guest Experience - Lead and Take Care of your restaurant team. They are the people closest to and delivering Hospitality to your paying Guests!
Make the call, and we can assist you.
408-784-7371
Foodservice Consulting + Design
Chartered Advisor In Philanthropy - Professional Advisors and Community Foundations Partnering for Maximum Impact
1. PROFESSIONAL ADVISORS AND COMMUNITY
FOUNDATIONS PARTNERING FOR MAXIMUM
IMPACT
Phil Cubeta, CLU®, ChFC®, MSFS, CAP®
The Sallie B. and William B. Wallace Chair in Philanthropy at
The American College of Financial Services
2. Bryan Clontz Charitable Solutions
Lisa Jolley Columbus Foundation
Phil Cubeta The American College of Financial Services
WELCOME
5. 38%
41%
27%
63%
0% 20% 40% 60% 80%
Charitable Goals,
Values and Interests
Technical Issues
(Percentage of Responses)
HNW Individuals'
Responses
Advisors' Responses
ADVISOR FOCUS TODAY
Does advisor focus on
technical? Depends
who you ask.
Does advisor
focus on
charitable
goals, values,
interests?
Depends
who you ask.
6. HOW IMPORTANT ARE TAX BENEFITS?
46%
40%
78%
10%
6%
45%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90%
Motivation for giving is reducing tax burden
HNW individuals would reduce their giving if estate tax were
eliminated
HNW Individuals would reduce their giving if income tax
deductions were eliminated
(Percentage of Responses)
HNW Individuals' Responses
Advisors' Responses
9. “Among HNW individuals who discuss
philanthropy with an advisor, 47% use one or
more structured giving vehicles when making
donations to charitable organizations — while
such vehicles are used by just 12% of
individuals who don’t discuss philanthropy
with an advisor.”
STRUCTURED GIVING VEHICLES RESULT
10. “Nearly one-third of HNW individuals (31%)
indicate that they would be more likely to
choose an advisor who is knowledgeable about
charitable giving.”
“More than half of advisors (57%) plan to
increase their knowledge about philanthropy
and to better their ability to advise clients
about charitable giving.”
VALUABLE KNOWLEDGE
12. GIVING IS TOP-HEAVY
Top 10% give 96%
Top 1% give 81%
Top 10% of the 1% give 61%
4 schools, total life time giving.
Data from Peter Wylie 2013 at
Cooldata.wordpress.copm
13. A REVOLUTION IN GIVING
“…donors used to support
nonprofits to help them
achieve their mission. Now we
support nonprofits to help us
achieve our personal mission.Charles Bronfman and
Joel Solomon in The
Art of Giving 2010
14. COPERNICAN REVOLUTION
“In the realm of nonprofits,
it’s a transformation as
dramatic as the one that
Copernicus created in society
when he discovered that the
sun did not revolve around the
earth, but the reverse.” The Art
of Giving
15. How can I use some combination of strategies
now, later, at death and beyond death to get
the results I want?
For me? My family? For the nonprofits I care
about? And through the nonprofit, for the
community?
What makes your organization the best
investment of my scarce resources?
HIGH CAPACITY DONOR PERSPECTIVE
16. How much do we need for ourselves?
How much is enough for children?
How much is too much?
How can we have an impact on society?
How can we reduce taxes in favor of children
or philanthropy?
“Is that all there is….?” Peggy Lee
WHAT IS ON THEIR MINDS?
Copyright The American College
2014
16
17. 73% of Boomers…say there is a responsibility
to be philanthropic.
US Trust 2012 Insights on Wealth and Worth
A RESPONSIBILITY OF WEALTH
Copyright The American College
2014
17
19. MICHAEL SHAUGHNESSY
What kind of person do you
want to be?
In what kind of world?
Teaches ethics at St. Ignatius College
Prep School in San Francisco
20. “Do you recognize any element of
luck, blessing, or grace in your
success?”
- Via Steenhuysen, “Philanthropy Planning,” 2012 National
Conference of PPP
CHARITABLE PHILOSOPHY
21. “What is your rationale for charitable giving?
Do you feel that any of the following play a
role in your rationale?
giving back to those who gave to you
making a difference in the world
addressing a specific need that touched your life or
the life of a loved one”
- Via Steenhuysen, “Philanthropy Planning,” 2012 National Conference of PPP
CHARITABLE PHILOSOPHY
22. ESSENTIAL QUESTIONS
“What principles have guided
your legacy planning to date?”
“What are you up against with
your children?”
“How wealthy do you want your
children to be?”Charles Collier,
M. Div. Senior
Philanthropic
Consultant, Harvard
23. What is your vision of a better
world?
What conditions are needed to
realize it?
What are the obstacles?
What parts of the vision are realistic
and what ideas, strategies and plans
can make it so?
PETER’S QUESTIONS
Founded
The Philanthroic
Initiative
24. What would you like to change or
preserve in the world?
Has past giving reflected your
hopes?
What are the causes behind the
issues?
What might change the situation?
Who joins you in this work?
How will you experiment and
revise?
TRACY GARY’S QUESTIONS
25. If your family had a crest what
would be the motto?
What keeps you awake at night?
CONVERSATION STARTERS
Joe Breiteneicher,
The late President
of TPI
26. When you were younger were there things you
wanted to accomplish in life you have not yet
done?
How might you get back to that while you still
have time?
CONVERSATION STARTERS
27. Beyond self and family is there anything else
in the world on which you would like to have
a positive impact?
CONVERSATION STARTERS
28. Why?
• What kind of person do you want to be?
• In what kind of world?
How?
• Plans
• Tools
• Gifts
Impact?
• On self
• Family
• Community
WHERE WILL YOUR LIFE HAVE IMPACT?
31. “CHARITY OF YOUR CHOICE”
Results
Strategies
Tools Foundation
Heirsinancial
for family
Heirs Tax
Charitable
“Charity of
your Choice”
32. CHECK YOUR VISION
Advisors
Vision, ideals, hopes,
aspirations
Needs of organizations
and community
Financial goals
Financial facts
Financial strategies
Gifts
To charity of choice
Financial results
Social impact
Gift Planner
Vision, ideals, hopes,
aspirations
Needs of organization
and community
Financial goals
Financial facts
Financial strategies
Gifts
To specific charity
Financial results
Social impact
33. Bring together funders and causes.
Serve, in essence, as a local market maker
Help your clients connect to a cause and to a
gift plan that will achieve specific social
impact
Saves you time, and provides a service for
which the best clients are hungry.
COMMUNITY FOUNDATIONS
35. Over 87 Years old, The American College is a
non-profit educational institution with the
highest level of academic accreditation
dedicated to leadership in innovative training
and development for financial services
professionals.
Teaches such credentials as CLU, ChFC, CFP,
MSFS, and CAP.
Over 180,000 living alums.
THE AMERICAN COLLEGE
36. BILL AND SALLIE WALLACE’S GOALS
1. Create national awareness of
the need for philanthropic
advisors
2. Provide comprehensive
common curriculum for
fundraisers and advisors
3. Help fundraisers and advisors
understand each other’s
perspective
37. • Elicit aspirations
• Connect through a good estate
plan or financial plan
• Steer dollars to orgs that do the
most good
Advisor,
CAP®
• Represent org worthy of
support
• Connect to donor ideals,
identity, and life story
• Show how programs meet
donor criteria
• Show “reasonable evidence of
results”
Nonprofit
CAP®
GETTING RESULTS TOGETHER
38. OUR SYMBOL
“What is that pin on
your lapel?”
Passion and craft
Art and science
Poetry and practice
Above and below the line
Moral compass and financial
capacity
High intentions and proven results
41. THE PLANNING TABLE
Attorney
CPA
Trust Officer
Insurance
Professional
Investment Advisor
Family Dynamics
Consultant
Community
Foundation
Single Issue Charity
42. GS 839: Planning for Impact in the Context of
Family Wealth
GS 849: Charitable Giving Strategies
GS 859: Planning for Impact in the Context of
Family Wealth
THREE MASTERS COURSES
43. Meet every other week to discuss recorded
lectures.
Takes about 9 months total.
Lectures lead to exam in exam center
Study Group sessions lead to camaraderie,
trust, rapport and ultimately to well informed
gift plans.
LOGISITICS
45. Bryan Clontz Charitable Solutions
Lisa Jolley Columbus Foundation
THOUGHTS FROM BRYAN AND LISA
46. Attend our third session, “How to Organize a
CAP® Study Group”
Who should attend? The Community
Foundation Convener and a For-Profit Co-
Convener
NEXT STEPS
47. CAP@theamericancollege.edu
We will get back to you with more info on
CAP and Study Groups.
Then attend the next session and see if this
makes sense for you in your community
TO OPT IN OR LEARN MORE
48. Bryan Clontz Charitable Solutions
Lisa Jolley Columbus Foundation
Phil Cubeta The American College of Financial Services
THANK YOU!